The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8
VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ACACIA COMMUNICATIONS INC COM 00401C108 73,304 1,091,000 SH   SOLE   1,091,000 0 0
ACTIVISION BLIZZARD INC COM 00507V109 3,833 50,500 SH   SOLE   50,500 0 0
ATLASSIAN CORP PLC CL A G06242104 8,292 46,000 SH   SOLE   46,000 0 0
AUTODESK INC COM 052769106 3,420 14,300 SH   SOLE   14,300 0 0
AVAYA HLDGS CORP COM 05351X101 42,324 3,424,299 SH   SOLE   3,424,299 0 0
AVAYA HLDGS CORP NOTE 2.250% 6/1 05351XAB7 2,132 2,600,000 PRN   SOLE   2,600,000 0 0
AVIS BUDGET GROUP COM 053774105 9,042 395,000 SH Put SOLE   395,000 0 0
AXON ENTERPRISE INC COM 05464C101 3,925 40,000 SH   SOLE   40,000 0 0
AXON ENTERPRISE INC COM 05464C101 27,967 285,000 SH Call SOLE   285,000 0 0
BRISTOL-MYERS SQUIBB CO RIGHT 99/99/9999 110122157 6,623 1,850,000 SH   SOLE   1,850,000 0 0
CYBERARK SOFTWARE LTD SHS M2682V108 2,432 24,500 SH   SOLE   24,500 0 0
CYBERARK SOFTWARE LTD SHS M2682V108 25,810 260,000 SH Call SOLE   260,000 0 0
DELPHI TECHNOLOGIES PL SHS G2709G107 11,642 819,300 SH   SOLE   819,300 0 0
E TRADE FINANCIAL CORP COM NEW 269246401 51,054 1,026,620 SH   SOLE   1,026,620 0 0
ELECTRONIC ARTS INC COM 285512109 3,004 22,750 SH   SOLE   22,750 0 0
FITBIT INC CL A 33812L102 14,953 2,314,669 SH   SOLE   2,314,669 0 0
FLIR SYS INC COM 302445101 6,613 163,000 SH   SOLE   163,000 0 0
FORD MTR CO DEL COM 345370860 32,224 5,300,000 SH Put SOLE   5,300,000 0 0
FORESCOUT TECHNOLOGIES INC COM 34553D101 39,876 1,880,926 SH   SOLE   1,880,926 0 0
GRUBHUB INC COM 400110102 21,097 300,100 SH   SOLE   300,100 0 0
HILTON GRAND VACATIONS INC COM 43283X105 13,132 671,710 SH   SOLE   671,710 0 0
IBERIABANK CORP COM 450828108 3,392 74,488 SH   SOLE   74,488 0 0
INTUIT COM 461202103 1,079 3,650 SH   SOLE   3,650 0 0
LEGG MASON INC COM 524901105 19,850 399,000 SH   SOLE   399,000 0 0
LOGMEIN INC COM 54142L109 89,571 1,056,636 SH   SOLE   1,056,636 0 0
MEET GROUP INC COM 58513U101 7,452 1,194,231 SH   SOLE   1,194,231 0 0
MOTOROLA SOLUTIONS INC COM NEW 620076307 3,559 25,400 SH   SOLE   25,400 0 0
NEW RELIC INC COM 64829B100 6,959 101,000 SH   SOLE   101,000 0 0
NICE LTD SPONSORED ADR 653656108 5,593 29,557 SH   SOLE   29,557 0 0
NXP SEMICONDUCTORS N V COM N6596X109 29,434 258,100 SH   SOLE   258,100 0 0
PAYCOM SOFTWARE INC COM 70432V102 3,562 11,500 SH   SOLE   11,500 0 0
PAYLOCITY HLDG CORP COM 70438V106 1,196 8,200 SH   SOLE   8,200 0 0
PROS HOLDINGS INC COM 74346Y103 2,225 50,083 SH   SOLE   50,083 0 0
QIAGEN NV SHS NEW N72482123 12,659 295,700 SH   SOLE   295,700 0 0
QIWI PLC SPON ADR REP B 74735M108 16,270 939,383 SH   SOLE   939,383 0 0
QUINTANA ENERGY SVCS INC COM 74875T103 2,750 2,761,940 SH   SOLE   2,761,940 0 0
RINGCENTRAL INC CL A 76680R206 7,125 25,000 SH   SOLE   25,000 0 0
SALESFORCE COM INC COM 79466L302 3,278 17,500 SH   SOLE   17,500 0 0
SLACK TECHNOLOGIES INC COM CL A 83088V102 2,021 65,000 SH   SOLE   65,000 0 0
SQUARE INC CL A 852234103 4,376 41,700 SH   SOLE   41,700 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 6,078 43,550 SH   SOLE   43,550 0 0
TAUBMAN CTRS INC COM 876664103 20,365 539,327 SH   SOLE   539,327 0 0
TIFFANY & CO NEW COM 886547108 69,942 573,581 SH   SOLE   573,581 0 0
TWILIO INC CL A 90138F102 1,207 5,500 SH   SOLE   5,500 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100 22,644 78,000 SH   SOLE   78,000 0 0
WORKDAY INC CL A 98138H101 6,089 32,500 SH   SOLE   32,500 0 0
WRIGHT MED GROUP N V ORD SHS N96617118 56,334 1,895,500 SH   SOLE   1,895,500 0 0